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EndNote Guide: Using groups to organise your references

EndNote Files

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EndNote X9 for MAC OS X

EndNote 20.1 for MAC (supports M1)

EndNote X9 for Windows

EndNote 20 for Windows

You will be asked for your UC login.

To install EndNote 20, double click on the EndNote20.exe file downloaded from the above link; this will create two new files, EN20Inst.msi and License.dat. Double click on EN20Inst.msi to start the install. The license.dat file must be present in the same folder.

Your library format will change – see our Installation Notes.

Additional Files

The Library provides some modified and additional Filters and Styles.

Note that any zipped files need to be 'unzipped' i.e. right-click and choose the extract command. Copy these files to your EndNote file folder location.

If you just need the APA 7th style, note that this is not 'zipped'. Just save it into your styles folder.

C:/Progam Files (x86)/EndNote 20/Styles

Download:

How to use groups

References can be organised using the Groups feature

Create a group:

  • Click Groups on the menu bar
  • Click Create Group 
  • Enter a name for the group
     

Add references to a group:

  • Highlight the references that you want to add to the group
  • Click Groups on the menu bar
  • Click Add References To and select the name of the group
  • Alternatively, drag and drop references into a group or right mouse click over a reference and select Add References to
     

More about groups:

Removing a reference from a group doesn't delete it from the main library, it just removes the reference from the group.

Smart groups are based around a search strategy. Refer to EndNote Help for more information. 

Create groups